Training & Development Manager

2 weeks ago


Bath, United Kingdom MERJE Ltd Full time

My client is one of the country’s leading Financial Planning businesses who are looking for a Training & Development Manager to join the team.

**The role will involve**:

- To be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within the business.
- To assist in the design, implementation, delivery and recording of individual and group training activity in support of the company objectives and effective conduct of our business
- To support new entrants to the company in achieving competency (CAS sign-off for advisers) and minimising the time taken for new entrants to understand and be able to follow company process and standards and be productive in their respective roles.
- Assist in the development and delivery of training programmes to address local training needs.

**Key Requirements**:

- Diploma in Financial Planning (or equivalent)
- Experience of working in a regulated Financial Services environment.
- Experience of coaching individuals and providing feedback;
- Previous experience in a Training and Competence role within Wealth Management


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